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WESPAC Advisors SoCal’s WPP WPP Stock Holding History

WESPAC Advisors SoCal’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-825
Closed -$65K – 254
2018
Q1 		$65K Sell
825
-625
-43% -$55.6K 0.04% 107
2017
Q4 		$131K Hold
1,450
– – 0.07% 92
2017
Q3 		$134K Sell
1,450
-50
-3% -$4.9K 0.08% 100
2017
Q2 		$158K Buy
1,500
+50
+3% +$5.43K 0.1% 94
2017
Q1 		$159K Sell
1,450
-225
-13% -$25.3K 0.1% 92
2016
Q4 		$185K Sell
1,675
-225
-12% -$24.4K 0.12% 86
2016
Q3 		$224K Hold
1,900
– – 0.15% 80
2016
Q2 		$199K Buy
+1,900
New +$217K 0.13% 77

Other funds holding WPP

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors SoCal's WPP Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of WPP (WPP) in Q2 2018, closing a stake of 825 shares — an estimated $65K sold.

WESPAC Advisors SoCal first reported a position in WPP in Q2 2016 and held it in 8 quarters. The position peaked at $224K in Q3 2016. 248 funds tracked by Wall St. Rank hold WPP as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining WPP position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 825 WPP shares in Q2 2018, an estimated $65K.
  • WESPAC Advisors SoCal first reported a position in WPP in Q2 2016 and held it in 8 quarters.
  • WESPAC Advisors SoCal's WPP position peaked at $224K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held WPP as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.